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Note: For
every report there is a capability to generate that individual report.
To generate a report, your user Access role must include the capability
to generate that report.
To generate and print standard or custom reports:
From the Main
menu, select Reports.
The Reports screen appears. Enter information
to identify the report that you want to generate, and click Search. You
can search by report name or category.
The Search Results section lists the reports that match the information
you enter and that you have the capability to generate. In Search Results,
click the name of the report you want to generate.
The Report Details screen appears in a separate browser window. In the Report
Details section, you can select the Output Format as HTML, PDF, CSV (comma-separated
file), or Excel worksheet. If both the
On Screen and E-mail delivery methods are available, you can select one
or both of them. If you have
selected the e-mail delivery method, enter the e-mail address in the Email
field. If there are
parameters for the report, in the Report Parameters section, enter any
information required to generate the report. The required parameters vary
depending on the report type. For example, for many reports you must enter
a start and end date to establish the time frame that the report covers.
Click Generate
Report.
If you have selected the On-Screen delivery method:
If the report
is in HTML format, the report opens in a browser window. You can use the
browser toolbar to print the report or save it to your computer. If the report
is in PDF format, the report opens as a PDF file in a browser window.
You can use the browser toolbar to print the report or save it to your
computer. If the report
is in CSV or Excel file format, you are asked if you want to open the
report, or save it to your computer. If you select to open the file it
opens in your default spreadsheet application or in Excel. If you select
to save it to your computer, after selecting the location for saving the
file, you can select to open it. You can print the file from your spreadsheet
program.
Note: When
generating reports on the screen, if the report generation exceeds a maximum
time allotment, eCredit sends the report to you as an e-mail attachment
and cancels the on-screen display. You receive a message on the screen
notifying you that the report is being sent.
To close the
Report Details screen:
If you have selected
only the E-mail delivery method, the Report Detail screen displays a message
saying the report is being sent. To close the Report Details screen, click
the Close Window button. If you have selected
the On-Screen delivery method, close the Report Details screen by selecting
File>Close from the browser toolbar, or from you spreadsheet application.
The Reports screen appears.
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